MML Investors Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

MML Investors Services’s Portfolio HEEM Stock Details HEEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,253	Closed	-$530K	–	3071
2025 Q4	$530K	Buy	15,253 +1,806	+13%	+$62.5K	﹤0.01%	2229
2025 Q3	$452K	Buy	13,447 +1,140	+9%	+$35.9K	﹤0.01%	2245
2025 Q2	$370K	Sell	12,307 -998	-8%	-$28.2K	﹤0.01%	2289
2025 Q1	$374K	Buy	13,305 +2,656	+25%	+$74.2K	﹤0.01%	2183
2024 Q4	$288K	Buy	+10,649	New	+$299K	﹤0.01%	2290
2020 Q1	–	Sell	-11,720	Closed	-$310K	–	1457
2019 Q4	$310K	Sell	11,720 -19,925	-63%	-$512K	﹤0.01%	1217
2019 Q3	$779K	Sell	31,645 -22,348	-41%	-$553K	0.01%	769
2019 Q2	$1.38M	Buy	53,993 +4,813	+10%	+$122K	0.02%	607
2019 Q1	$1.25M	Buy	+49,180	New	+$1.22M	0.02%	617

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services's HEEM Position: Q1 2026 in Review

MML Investors Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026, closing a stake of 15,253 shares — an estimated $530K sold.

MML Investors Services first reported a position in HEEM in Q1 2019 and held it in 9 quarters. The position peaked at $1.38M in Q2 2019. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

MML Investors Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2026 after selling out during the quarter.
MML Investors Services sold 15,253 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $530K.
MML Investors Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2019 and held it in 9 quarters.
MML Investors Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.38M in Q2 2019.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.